Sit, Stay, and Scale Into This Cloud Monster
Think a cloud watchdog that fetches signals from everywhere and turns them into spend.
The trick isn’t just one big quarter, it’s getting customers to add more products, more seats, and more AI data across the same dashboard.
Let’s run the week’s five setups.
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Walmart
Ticker: WMT | Catalyst: Beat-and-raise retail with a digital tailwind
Sales and EPS topped expectations, comps ran ~4.5% in the U.S., and eCommerce sprinted ~27%. Higher-income shoppers are leaning in, even as lower-income wallets look tired. Leadership baton pass coming, but the price, convenience, and grocery share gains don’t change.
What to watch: Grocery share, traffic vs. ticket, and whether holiday promos ding margin or just juice units. Capex at the high end means more automation and delivery muscle.
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Revvity
Ticker: RVTY | Catalyst: Good prints, grumpy sentiment
They’ve beaten numbers, yet the stock keeps wearing China worries (ImmunoDx pressure, reimbursement friction). Classic case of macro fog > micro progress. If the China drag stabilizes, the rest of the story of consumables, services, and workflow kits can re-rate.
What to watch: Orders and book-to-bill ex-China, margin recapture, and any green shoots in Chinese diagnostics budgets. One positive guide could flip the mood fast.
Western Digital
Ticker: WDC | Catalyst: AI hoovers data; high-capacity HDDs cash the checks
Another beat, margins marching up, and demand tight for the big drives that feed AI data centers. Mix shift to higher-capacity and UltraSMR is doing the heavy lifting post spinoff. The market still underestimates how long hyperscalers will buy brute-force storage.
What to watch: Capacity ramps, pricing discipline, and guidance on supply tightness. If gross margin holds north of the recent step-up, the multiple has room.
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Albemarle
Ticker: ALB | Catalyst: Lithium sentiment turning from shrug to smirk
Targets nudged higher as mid-cycle price assumptions move up and timing pulls forward. Prints are improving off the bottom, and China ESS demand is giving lithium another lane besides EVs. Still early, but the slope looks better than the headlines.
What to watch: Realized prices vs. spot, contract resets, and balance-sheet discipline through the upturn. If pricing sticks and volumes follow, EBITDA snapback can be meaningful.
Datadog
Ticker: DDOG | Catalyst: Momentum with teeth. A beat, raise, and fresh Buy calls
Revenue growth in the high 20s, guidance ahead, and analysts nudging targets higher. Under the hood: big customers using dozens of integrations, faster take-up of digital experience monitoring, and security growing even faster than the core. The LLM/AI observability add-on is a sticky door-opener. Valuation’s spicy, but momentum plus product attach is why the market keeps tossing treats.
What to watch: New-product attach per logo, growth of $100K+ and $1M+ accounts, and whether usage keeps pacing guidance into Q4. Insider sales have ticked up, though that won’t break the story, but worth a glance.
Poll: What’s your approach when you get a raise?
Final Word
One dog is leading the walk, but the rest of the pack has bite: a retailer comping strong into holidays, a life-sciences name with a China overhang that can lift, a storage workhorse feasting on AI, and a lithium player catching a cyclical tailwind. Pick your lane, size your leash, let the numbers pull you forward.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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